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Everything you need to know to build the Wealth Firm of the Future​

Simple yet powerful ideas that you can implement yourself

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Featured

Excellence Lives Here

Amar Pandit , CFA , CFP

There is one line I hear often from financial professionals and MFDs, and it sounds noble on the surface. It is said with pride. It is repeated with conviction. “I want to help everyone. ….
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November 18, 2025 | 7 Minute Read

Nano Learning

Master the Minutes

Amar Pandit , CFA , CFP

Philip Dormer Stanhope “Take care of the minutes; for hours will take care of themselves.” When I read that quote, I immediately remembered our post on procrastination. It fits perfectly ….
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November 14, 2025 | 3 Minute Read

Leadership

This is How to Stop Procrastinating

Amar Pandit , CFA , CFP

I read some interesting thoughts on procrastination in an email from The New Happy. In today’s post, I have reproduced their visual and thoughts and then shared my own thoughts in the cont ….
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November 11, 2025 | 5 Minute Read

Nano Learning

The Attention Game

Amar Pandit , CFA , CFP

Most financial professionals tell their clients, “Don’t look at your portfolio too often.” But have you noticed how that rarely works? The more you tell someone not to look, the more t ….
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November 7, 2025 | 2 Minute Read

Featured

The $30,000 Baby Name

Amar Pandit , CFA , CFP

There’s a woman in San Francisco who charges $30,000 to name your baby. You read that right. Not to raise your baby. Not to educate your baby. To name your baby. She started at $100. Then ….
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November 4, 2025 | 6 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 6 bestselling books, 8 Sketch Books and 2000 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading